R A Q U E L   T E N N A N T

Raquel Tennant, CFP® is an Associate Financial Planner at 2050 Wealth Partners, a virtual, fee-only financial planning and wealth management company that helps clients design the future of their wealth stories.

 

As an Associate Financial Planner, Raquel gathers and analyzes data, conducts case studies, and uses her comprehensive financial planning skills to support the expertise of the Lead Advisors and provide value to clients. She is proud to align her passion for helping younger, underserved clientele who often feel neglected by traditional firms with the mission and vision of

2050 Wealth Partners.


Raquel began her career in the fee-only RIA firm space, serving ultra high-networth clients who specialized in private equity at one firm, and retirees and divorcees under the traditional AUM.

A graduate of Towson University, Raquel  earned a B.B.A. with a concentration in Financial Planning and a minor in Economics. She was one of the first 12 inaugural graduates of Towson's Financial Planning major and the first of her class to pass the CFP® exam in November 2019. Raquel also holds the distinction of being the first of her class to earn the CFP® designation in February 2021. She proudly collaborates with her Alma Mater as a writer and guest speaker to students, faculty and staff, bringing awareness to both the Financial Planning major and the RIA Financial Planning industry.